AI Portfolio Summary
In 2025 Q4, LOWERY THOMAS, LLC maintained a portfolio of 55 distinct positions. They heavily accumulated shares in VANECK ETF TRUST, increasing their position by 0.5%. The fund also reduced its exposure to TESLA INC by 45.7%.
Total Positions
55
Quarter
2025 Q4
Top Holding
SCHG (13.1%)
Top 10 Concentration
58.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHG
SCHWAB STRATEGI...
|
ETF | 13.10% | 13.16% |
#1
Prev: #1
|
6.5 | -3,286 | -0.5% |
P
S
|
710,912 | $23,189,952 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 9.88% | 9.96% |
#2
Prev: #2
|
6.0 | -275 | -1.0% |
P
S
|
27,877 | $17,482,585 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 6.30% | 6.56% |
#3
Prev: #3
|
4.0 | -1,831 | -4.0% |
P
S
|
44,110 | $11,156,309 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 5.64% | 5.65% |
#4
Prev: #4
|
3.3 | -4,895 | -1.3% |
P
S
|
366,970 | $9,985,264 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 5.14% | 5.25% |
#5
Prev: #5
|
3.1 | -298 | -2.2% |
P
S
|
13,350 | $9,103,709 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 4.48% | 4.51% |
#6
Prev: #6
|
2.3 | -88 | -0.7% |
P
S
|
12,910 | $7,930,700 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 3.73% | 3.79% |
#7
Prev: #7
|
2.0 | -73 | -0.5% |
P
S
|
13,929 | $6,592,372 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 3.71% | 3.76% |
#8
Prev: #8
|
2.0 | -1,807 | -0.8% |
P
S
|
221,889 | $6,570,141 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 3.66% | 3.38% |
#9
Prev: #9
|
2.0 | 83 | 0.5% |
P
S
|
18,003 | $6,483,590 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 3.15% | 3.14% |
#10
Prev: #10
|
1.8 | 41 | 0.3% |
P
S
|
14,923 | $5,572,944 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.62% | 2.34% |
#11
2
Prev: #13
|
3.0 | 8,074 | 14.8% |
P
S
|
62,551 | $4,633,134 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWO
ISHARES TR
|
ETF | 2.51% | 2.76% |
#12
1
Prev: #11
|
1.5 | -1,179 | -7.9% |
P
S
|
13,753 | $4,442,374 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 2.48% | 2.47% |
#13
1
Prev: #12
|
1.5 | 1,609 | 2.1% |
P
S
|
76,652 | $4,387,543 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 2.13% | 2.04% |
#14
Prev: #14
|
2.9 | 4,828 | 6.8% |
P
S
|
75,503 | $3,763,069 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLDR
FIDELITY MERRIM...
|
ETF | 2.11% | 2.00% |
#15
Prev: #15
|
2.8 | 5,384 | 7.8% |
P
S
|
74,451 | $3,739,693 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 2.01% | 1.85% |
#16
1
Prev: #17
|
2.8 | 15,718 | 11.5% |
P
S
|
152,568 | $3,565,516 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XMMO
INVESCO EXCHANG...
|
Bond/Debt | 2.01% | 1.99% |
#17
1
Prev: #16
|
1.3 | 215 | 0.8% |
P
S
|
25,689 | $3,556,834 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.88% | 1.81% |
#18
Prev: #18
|
2.8 | 8,050 | 6.3% |
P
S
|
136,538 | $3,327,424 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.72% | 1.77% |
#19
Prev: #19
|
1.2 | -872 | -3.0% |
P
S
|
28,530 | $3,044,098 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIOG
VANGUARD ADMIRA...
|
ETF | 1.68% | 1.71% |
#20
1
Prev: #21
|
1.2 | 192 | 0.8% |
P
S
|
24,534 | $2,975,672 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
ISHARES TR
|
ETF | 1.67% | 1.77% |
#21
1
Prev: #20
|
1.2 | -50 | -0.2% |
P
S
|
21,526 | $2,947,753 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 1.59% | 1.66% |
#22
Prev: #22
|
1.1 | -355 | -5.7% |
P
S
|
5,855 | $2,813,618 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.48% | 1.43% |
#23
Prev: #23
|
1.1 | 3,600 | 3.8% |
P
S
|
97,559 | $2,625,326 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.18% | 1.13% |
#24
1
Prev: #25
|
1.0 | -28 | -0.4% |
P
S
|
7,688 | $2,089,953 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 1.15% | 1.22% |
#25
1
Prev: #24
|
1.0 | 105 | 1.5% |
P
S
|
7,304 | $2,038,816 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XSVM
INVESCO EXCHANG...
|
Bond/Debt | 0.83% | 0.83% |
#26
Prev: #26
|
0.8 | 303 | 1.2% |
P
S
|
25,670 | $1,466,788 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.79% | 0.16% |
#27
23
Prev: #50
|
3.3 | 3,293 | 287.1% |
P
S
|
4,440 | $1,393,221 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.72% | 0.72% |
#28
Prev: #28
|
0.8 | 138 | 2.1% |
P
S
|
6,791 | $1,266,601 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOOV
VANGUARD ADMIRA...
|
ETF | 0.70% | 0.70% |
#29
Prev: #29
|
0.8 | 28 | 0.5% |
P
S
|
6,090 | $1,247,507 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWN
ISHARES TR
|
ETF | 0.70% | 0.81% |
#30
3
Prev: #27
|
0.8 | -1,139 | -14.3% |
P
S
|
6,827 | $1,237,124 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.68% | 0.67% |
#31
Prev: #31
|
3.3 | 4,191 | 101.1% |
P
S
|
8,335 | $1,200,053 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XSMO
INVESCO EXCHANG...
|
Bond/Debt | 0.66% | 0.67% |
#32
Prev: #32
|
0.8 | 467 | 3.0% |
P
S
|
16,165 | $1,164,050 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHV
ISHARES TR
|
ETF | 0.65% | 0.62% |
#33
Prev: #33
|
2.3 | 717 | 7.4% |
P
S
|
10,390 | $1,144,503 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHY
ISHARES TR
|
ETF | 0.62% | 0.57% |
#34
1
Prev: #35
|
2.2 | 1,422 | 12.0% |
P
S
|
13,255 | $1,097,769 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.58% | 0.57% |
#35
1
Prev: #34
|
0.7 | 844 | 2.5% |
P
S
|
34,030 | $1,023,290 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 0.56% | 0.70% |
#36
6
Prev: #30
|
0.7 | -988 | -19.8% |
P
S
|
3,997 | $984,007 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KLAC
KLA CORP
|
Technology | 0.56% | 0.57% |
#37
1
Prev: #36
|
0.7 | -100 | -11.0% |
P
S
|
809 | $983,000 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.53% | 0.47% |
#38
1
Prev: #39
|
2.2 | 1,777 | 12.0% |
P
S
|
16,614 | $943,813 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.53% | 0.52% |
#39
1
Prev: #38
|
0.7 | -20 | -0.5% |
P
S
|
4,060 | $937,129 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 0.45% | 0.45% |
#40
Prev: #40
|
0.7 | 18 | 0.5% |
P
S
|
3,824 | $804,380 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AIQ
GLOBAL X FDS
|
ETF | 0.39% | 0.41% |
#41
Prev: #41
|
0.7 | -780 | -5.5% |
P
S
|
13,505 | $686,868 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.35% | 0.33% |
#42
1
Prev: #43
|
0.6 | 865 | 4.2% |
P
S
|
21,517 | $612,801 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.34% | 0.37% |
#43
1
Prev: #42
|
0.6 | 2 | 0.2% |
P
S
|
1,249 | $603,838 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QLD
PROSHARES TR
|
ETF | 0.31% | 0.30% |
#44
1
Prev: #45
|
3.1 | 4,036 | 105.1% |
P
S
|
7,875 | $554,459 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.30% | 0.56% |
#45
8
Prev: #37
|
0.1 | -1,000 | -45.7% |
P
S
|
1,187 | $533,818 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.28% | 0.32% |
#46
2
Prev: #44
|
0.6 | 1 | 0.1% |
P
S
|
760 | $501,375 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SOXX
ISHARES TR
|
ETF | 0.23% | 0.21% |
#47
Prev: #47
|
0.6 | -18 | -1.3% |
P
S
|
1,338 | $403,051 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.19% | 0.19% |
#48
1
Prev: #49
|
0.6 | 19 | 1.0% |
P
S
|
1,915 | $339,745 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.19% | 0.19% |
#49
1
Prev: #48
|
0.6 | 4 | 0.1% |
P
S
|
3,582 | $337,392 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.16% | 0.26% |
#50
4
Prev: #46
|
0.1 | -592 | -38.2% |
P
S
|
959 | $278,282 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 55 holdings